Investor brief · Seed round ·
The price of every shelf
in America. Live.
Retailers set clearance store by store and never publish it. YummyPenny reads those local prices at scale, scores every drop against real history, and turns the country's hidden markdowns into a live signal for the people who buy them and the brands, funds and retailers who want to understand them.
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The problem
Clearance is local. The internet is national.
Every store marks down its own shelf. The same item can be full price in one aisle and 70% off twenty miles away, and Home Depot's $0.01 "penny" items never appear online at all. Nobody publishes these prices, so the people who hunt them drive from store to store.
15.8% of retail sales came back. Much of it, and every season's overstock, gets marked down store by store.
Resale is mainstream. The sourcing side, finding underpriced inventory, is still done by hand.
at five big-box chains alone. Price trackers watch the website, but the markdowns are on the shelf.
a month for paid clearance communities (one self-reports 33,000+ members). The demand is proven, and it is served by hand.
Why now
Three curves crossed. We're at the intersection.
$306.5B
US recommerce by 2030, up from $200B+ today. Whatnot moved $8B of GMV in 2025 and raised at a $20B valuation in August 2026. Every one of those sellers needs inventory.
$71.1B
US retail media spend in 2026, plus $13.8B in affiliate. Advertisers pay to be where buying decisions happen, and deal-hunters decide fast.
Store-level
Local shelf prices are the hardest retail data to collect reliably, which is why nobody publishes them. We built the infrastructure that does. Being hard to copy is the point.
Sources: OfferUp Recommerce Report 2025; CNBC / Fortune, 2026-08-07 (Whatnot); eMarketer 2025-26 forecasts; NRF / Happy Returns 2025.
The product
A Bloomberg terminal for clearance.
Running in production today. $49.99 a month, on Discord and a web terminal.
Store by store
Store-level prices at Home Depot, Lowe's, Target, Best Buy and Tractor Supply, plus national feeds for Walmart and Amazon. Coverage follows members' ZIP codes automatically.
Against real history
Every drop is measured against that store's own price history, so marketing "sales" are filtered out. The penny engine flags likely $0.01 items with calibrated odds, never a guarantee.
In seconds
Discord alerts by store and department, a keyboard-driven desk terminal, store-run checklists and a barcode scanner for the aisle.
Built before a dollar raised
This isn't a slide about a product. It's running.
Two founders built the entire stack: collection, the scoring engine, a web terminal, a Discord bot and live billing. Every figure below is measured from production.
* Every in-store retailer is collected by our own code. Amazon is the one exception: its price data comes from Keepa's API, about $57 a month.
Total addressable market · US
An market, counted from the bottom up.
| Segment | People | $ / yr | TAM |
|---|---|---|---|
| Total addressable |
169M US adults use digital coupons (eMarketer, 2025). Resellers: ~2% of US adults, a subset of the 54% who sold used goods in 2025 (OfferUp). B2B anchored by Numerator ($1.5B, Kantar 2021) and NIQ ($4.0B revenue). Adjacent pools not counted: $71.1B retail media, $13.8B affiliate (eMarketer, 2026).
Market share: what we plan to own
From of the reachable market to .
A fragmented field of hand-run groups and national deal sites leaves room for a category leader. These are the shares the case needs, and none of them requires dominance.
| Share of… | Y1 | Y2 | Y5 | Y10 |
|---|
Business model
One data engine. Four ways it earns.
Paying resellers fund national coverage. National coverage makes a free consumer app possible that nobody else can build, and that app's audience and the data behind it are what a Slickdeals-scale company is made of.
$49.99 / mo
Store-level alerts, penny odds and the desk terminal for resellers and serious hunters. The product live today.
$9.99 / mo
The consumer app: clearance near you, watchlists and store runs for everyday shoppers.
Ads + affiliate
A free local-deals feed, monetized like Slickdeals: affiliate commissions and sponsored placements.
B2B feeds
Store-level markdown intelligence for brands, investment funds, liquidators and retailers. Aggregated, no personal data.
Revenue projection · case
a year by 2036, at a gross margin.
EBITDA-positive in Year . Hover a bar for its breakdown. The fiscal year ends in September; Year 1 begins October 2026.
Valuation path · case
Past Slickdeals' reported $500M in Year .
Method: year-end run-rate revenue × a multiple that steps down from to as growth matures, and never so fast that a year is valued below the year before. Reference points: Ibotta's 2024 IPO at ~$2.7B; PayPal's ~$4.0B purchase of Honey (2020); Whop's $1.6B round on $142M annualized revenue (2026); Slickdeals, bought in 2018 by Goldman Sachs Merchant Banking's West Street Capital Partners VII and Hearst, with Bloomberg reporting the deal at more than $500M.
Cost per customer
Each member costs less the more of them there are.
Coverage is priced by geography, not by headcount. Once a zone is live, every member in it rides for free. The fixed cost spreads thinner with every sign-up.
Monthly cost to serve one Pro member. Coverage at 1,000 members uses today's measured proxy and compute costs; at 10,000+ the whole country is switched on.
Capital efficiency · case
Every dollar burned buys of new recurring revenue.
Year 2 is left off the chart: growth off a first-year base () would flatten every other bar. Rule of 40 and burn multiple are the two efficiency tests growth investors apply first.
Coverage economics
The whole US: a month.
Measured today: ~9.5 GB per scrape location per month at ~$2.75/GB. At scale: enterprise proxy pricing, lighter JSON endpoints and twice the refresh cadence, about $1.90 per store per month, plus a /month national platform. Members spread over zones like the US population (top 100 of 900 zones ≈ 70%). Store counts: 2025-26 10-Ks (Home Depot 2,021 · Lowe's 1,759 · Target 1,995 · Best Buy 926 · Tractor Supply 2,395). Walmart prices nationally and Amazon is collected by API, so neither needs zones.
Expansion speed · case
Coast to coast in 18 months.
Coverage follows members automatically, so the map fills itself where demand is. At month 18 we switch on every remaining zone, and coverage becomes a fixed line on the P&L.
Growth engine · the field network
Deal Scouts. 20–40 people on the ground.
- VerifyConfirm pennies and clearance on the shelf. Every confirmation is ground truth for the penny engine, data no competitor can buy.
- CreateShort-form finds content every week on TikTok, YouTube and Instagram. The top of the funnel, filmed in the aisle.
- RecruitLocal reseller meetups, groups and referral codes. Every Scout is paid per member who stays.
Rollout is gated. A -Scout, -day pilot in five metros scales to only while Scout CAC stays under and of referred members are still paying at day 90. Capital goes out only as fast as measured returns come in.
Per Scout: /month stipend, mileage and gear, plus per referred member's first paid month; net members and verified finds per Scout per month at ramp. Planning figures, replaced by pilot data at day 90. Content reach is not counted.
Data & advertising
The most valuable data we own isn't personal.
Where, when and how deep every retailer marks down, store by store, is intelligence brands, funds and retailers already pay for, and it contains no one's identity. Consent-first user data is the premium layer on top: advertisers pay more for data they can defend.
- Better data from members, by design: home ZIP and store picks, watchlists and category interests, "found it / bought it" confirmations, barcode scans, opt-in receipts.
- Every signal improves the product first, which is why members give it freely.
- Consumer data, sold the lawful way. Disclosed from the first signup, one-click opt-out and Global Privacy Control honoured, built for Texas, California and every state that follows.
- Markdown intelligence feeds · B2BStore-level price and markdown data for CPG brands, investment funds, liquidators and retailers. ACV $40K rising to $125K. No personal data.
- Retail mediaSponsored clearance placements and brand campaigns inside the app. Targeting happens on our platform, and no data leaves it.
- Opt-in shopper panelMembers choose to share purchases for perks, and the panel is sold aggregated. This is the Numerator model; Kantar bought Numerator for $1.5B in 2021.
- Affiliate commerceCommission when a deal is bought online or picked up in store.
The data moat
store-level price points by 2036.
Last month's shelf prices can't be collected again at any price. Every day of collection is a day of history a competitor can never buy, so the corpus compounds into an asset that can't be copied. It is also the raw material for the data-and-insights revenue line.
Projected from a measured rate: the price-history table grew by 3,737 rows a day from about 5 scrape locations (Aug 27 to Sep 8, 2026), about 747 per location-day. Each national zone is credited two-thirds of that, because it reaches about 10 stores against about 15 per location today, at today's refresh cadence.
Roadmap · 2026–2036
From a reseller tool to the price layer of physical retail.
Competitive landscape
Everyone else watches the website or does it by hand.
- National deal sites (Slickdeals) post online prices. Store clearance is invisible to them.
- Price trackers (Keepa, CamelCamelCamel) watch Amazon listings, not shelves.
- Lookup tools (BrickSeek, $9.99–39.99/mo) are built around checking an item you already have in mind.
- Single-retailer bots (Scavenger.ai, $47/mo) cover Home Depot pennies.
- Paid clearance groups (Deal Soldier, ~$44/mo, 33,000+ members self-reported) prove people will pay, and run on a crowdsourced network.
HD only YummyPenny
Team
Builders who shipped the whole machine before asking for a dollar.
Tyler
Product, growth and engineering across the full stack. Sets strategy and pricing, and owns the member experience end to end.
Ethan
Collection infrastructure and the data platform. Ships across every layer of a seven-service production system.
- Proven execution: a production platform with collectors, a scoring engine, a terminal, a bot and live billing, built by two people.
- We own the moat: in-store collection is in-house, never outsourced to a scraping vendor. Amazon comes from Keepa's data API.
- Capital-efficient by habit: store-level coverage of the whole US for a month.
Scouts, creators, referral
Coverage and data products
The consumer app
Field network operations
Financial summary · case
Ten years, one table.
Projections, not results. Every assumption is published in the model and can be walked through line by line. Switch scenarios in the top bar.
The raise
A seed round to take store-level intelligence national.
In the base case this round alone carries the company to EBITDA-positive in Year . A Series A becomes a choice made to accelerate the consumer app, not a lifeline.
- All US zones live by month 18
- Pro members by the end of Year 1
- A -Scout field network, gated on measured CAC
- The consumer app, built for its Year-2 launch
Round details are shared directly with prospective investors. Get in touch →
The vision
Every shelf. Every store.
Every price.
About five of every six US retail dollars are still spent in physical stores, where nobody can see the real price until they're standing in front of it. We're building the layer that shows it, starting with the people who profit most from knowing first.
Forward-looking statements. Projections, market sizes and valuations on this page are estimates based on the assumptions stated with them; they are not results or guarantees of future performance, and actual outcomes may differ materially. Third-party figures are cited from the sources named. This page is for information only and is not an offer to sell, or a solicitation of an offer to buy, any security. © YummyPenny, LLC.